See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,921 | $77,314-47.1% | $177,989-77.0% | $80,856-49.4% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.6%-7.6pp |
| Annual return | 14.45% | 18.09%-3.6pp | 294.48%-280.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,280 | $2,292-44.2% | $3,949-67.6% | $2,755-53.5% |
| Participant deferral / active EE | $1,998 | $4,411-54.7% | $6,276-68.2% | $4,296-53.5% |
| Admin fee / account holder | $0 | $7,191-100.0% | $10,363-100.0% | $6,918-100.0% |